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TruWealth Advisors’s Lumen LUMN Stock Holding History

TruWealth Advisors’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$91.8K Buy
+13,214
New +$100K ﹤0.01% 182

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

TruWealth Advisors's LUMN Position: Q1 2026 in Review

TruWealth Advisors opened a new position in Lumen (LUMN) in Q1 2026: 13,214 shares worth $91.8K. The stake represents ﹤0.01% of the portfolio and ranks #182 among its holdings.

599 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • TruWealth Advisors held 13,214 shares of Lumen worth $91.8K as of Q1 2026.
  • Lumen was a new TruWealth Advisors position in Q1 2026.
  • Lumen made up ﹤0.01% of TruWealth Advisors's portfolio in Q1 2026, its #182 holding.
  • 599 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.